NUSC ETF Analysis: Nuveen ESG Small-Cap | BATS

Small Blend | BATS, USA | Market Cap: 1.255m USD | 12M Return: 23.4% | Charts, Fundamentals & Technical Analysis

Small-Cap Equities, ESG-Screened Securities, U.S. Common Stocks, Blend Strategy
Total Rating 51
Safety 60
Buy Signal 0.05
Small Blend
Category Rotation: -0.6
TER: 0.31%
AUM: 1.26B
Avg Turnover: 4.39M
Risk 3d forecast
Volatility17.8%
VaR 5th Pctl3.13%
VaR vs Median-2.12%
Reward TTM
Sharpe Ratio1.06
Rel. Str. IBD58.4
Rel. Str. Peer Group2.5
Character TTM
Beta1.064
Beta Downside1.145
Hurst Exponent0.481
Drawdowns 3y
Max DD26.95%
CAGR/Max DD0.43
CAGR/Mean DD2.12

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 9.5 years of data

Jan +1.5% 21
Feb -0.2% 18
Mar -2.5% 48
Apr +0.1% 5
May +0.1% 8
Jun +1.8% 21
Jul +1.4% 18
Aug -1.2% 18
Sep -3.8% 37
Oct -0.6% 15
Nov +2.7% 43
Dec -0.6% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: NUSC Nuveen ESG Small-Cap

The Nuveen ESG Small-Cap ETF (NUSC) is a passively managed exchange-traded fund that seeks to track an index of U.S. small-capitalization equities. Under normal market conditions, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in the component securities of its underlying benchmark, which is composed of equity securities issued by small-cap companies listed on U.S. exchanges. The fund is structured as a small-blend ETF, providing diversified exposure across the U.S. small-cap segment of the equity market.

The funds distinguishing feature is its ESG screening methodology: component securities must satisfy specified environmental, social, and governance criteria, meaning issuers are evaluated and filtered based on sustainability and corporate responsibility metrics before inclusion. Launched in December 2016, NUSC operates under a passive index-tracking business model, common to ETFs, which generally results in lower expense ratios compared to actively managed funds and allows investors to buy and sell shares on an exchange throughout the trading day.

Headlines to Watch Out For
  • Small-cap stocks lag as Fed holds rates elevated
  • Anti-ESG backlash triggers outflows from sustainable funds
  • Risk-off rotation pressures small-cap valuations and AUM growth
What is the price of NUSC shares?

As of July 10, 2026, the stock is trading at USD 51.26 with a total of 21,486 shares traded. Over the past week, the price has changed by -1.20%, over one month by +2.60%, over three months by +8.56% and over the past year by +23.38%.

Current recommended Stop Loss: 49.80 (which is 2.8% or 1.9 ATR below the current price).

Is NUSC a buy, sell or hold?

Nuveen ESG Small-Cap has no consensus analysts rating.